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Month June 2024

Does Southwest warrant a shakeup?

southwest logo

Elliott Investment Management‘s move on Southwest Airlines continues to elicit industry chatter. The initial reaction was surprising, but it soon became accepted that Southwest needed a shakeup.  A key argument of this thinking goes like this: when you also consider…

The Daily Boeing: key stories for 17 June 2024

Boeing

Today’s key stories about Boeing center about slowing production rates, counterfeit titanium, and a MAX 8 incident. Boeing has told suppliers that it is pushing its output goal to the right by three months, amid continuing quality issues and increasing…